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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi guys
I know that you are not a fan of split capital shares, but I have had some success with them. With the oil companies being beaten down so much, I am willing to take a position and wait for a recovery. Are the underling companies solid in this structure. Are there any other vehicles that have a basket of oil companies that you would recommend
Thanks
Read Answer Asked by auftar on November 21, 2018
Q: Heads up...
Just wondering if you missed a word in your answer to Tim today about Whitecap dividend being safe.
You wrote "WCP raised its dividend in June, and cash flow of $697M in the last 12 months easily covers dividends of $112M. But dividends are discretionary, and WCP has cut it before (Jan 2016). But we would expect a cut here. "
Sounds like you meant to say "But we would NOT expect a cut here. " - just in case it was an oversight.
Read Answer Asked by Ed on November 19, 2018
Q: I am looking to initiate a position in an oil and gas company.
Can you recommend a couple of companies that would benefit the most from a rebound in the sector, also your reasons for recommending the companies. I have a fairly high risk tolerance and I am looking at a longer term hold.
Thanks!
Read Answer Asked by Chuck on November 19, 2018
Q: Good Morning: I hold positions in the above cdn. energy companies and not surprisingly am under water in all of them. Would like to reap the capital losses without being totally out of the sector. I'm looking at one of two possible options: 1, sell these and buy Vermillion; or 2. buy a cdn. etf that focuses on cdn. junior and mid cap oil and gas names. So, first, which of these strategies would you prefer, and second, if an etf, do you have some recommendations. I continue to consider my subscription to your advice and service good value. Thanks for your efforts. Don
Read Answer Asked by Donald on November 19, 2018
Q: Considering the recent moves in natural gas, could you comment again on Altagas. Dry gas has moved sharply higher while gas liquids have gone in the opposite direction.
The questions I have in mind include:
- With higher gas prices will their power generation suffer or are they hedged?
- Will higher prices effect their pipeline volumes and storage facilities favourably?
- Will their new construction project on the coast be effected?
- Do they connect to dry gas fields that have shut in wells while prices were low?
Finally, are the moves too recent with too many moving parts to even comment reliably?
Read Answer Asked by Larry on November 19, 2018
Q: So, really beaten down on CPG at this point. I guess the lesson is to pick a sell point perhaps. My view is long term (ie. hold for 15+ years). I bought at an average cost of around $15. In your view should I ditch this, continue to hold, or double down at what seems like basement prices? Even 2 years ago when oil was trading for less CPG was triple where it is now. What gives?
Read Answer Asked by Logan on November 19, 2018
Q: Oil/Gas companies should be near their bottom [!?]. I am considering a bundle consisting of CJ, KEL, TVE, ARX, TOG, WCP, TOU as a group for the best bounce if conditions improve. Please, delete/add if you have other ideas.
Read Answer Asked by Emery on November 16, 2018
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